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2,627 hedge funds and large institutions have $163B invested in Verizon in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,226 increasing their positions, 1,073 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 82

38% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.02B

14% more repeat investments, than reductions

Existing positions increased: 1,226 | Existing positions reduced: 1,073

8% more capital invested

Capital invested by funds: $151B → $163B (+$12B)

6% more funds holding in top 10

Funds holding in top 10: 187198 (+11)

0% more funds holding

Funds holding: 2,6212,627 (+6)

0.01% more ownership

Funds ownership: 66.45%66.46% (+0.01%)

Holders
2,627
Holders Change
+6
Holders Change %
+0.23%
% of All Funds
53%
Holding in Top 10
198
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.88%
% of All Funds
3.99%
New
114
Increased
1,226
Reduced
1,073
Closed
82
Calls
$1.41B
Puts
$1.02B
Net Calls
+$389M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
401
Eastern Bank
Massachusetts
$20.3M -$66.8K -1,150 -0.3%
TA
402
Tiedemann Advisors
New York
$20.3M -$2.33M -40,171 -11%
SW
403
SVB Wealth
Massachusetts
$20.2M +$762K +13,113 +4%
TBC
404
Tweedy, Browne Co
Connecticut
$20.2M -$574K -9,874 -3%
WT
405
Washington Trust
Rhode Island
$20.1M -$48.5K -834 -0.2%
VWM
406
Valley Wealth Managers
New Jersey
$20.1M -$307K -5,276 -2%
NPA
407
Nichols & Pratt Advisers
Massachusetts
$19.9M +$743K +12,787 +4%
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$19.7M -$2.1M -36,100 -10%
Pacer Advisors
409
Pacer Advisors
Pennsylvania
$19.7M -$3.81M -65,600 -17%
CIA
410
Capital Investment Advisors
Georgia
$19.7M +$949K +16,334 +5%
FWIA
411
Fort Washington Investment Advisors
Ohio
$19.6M -$2.55M -43,931 -12%
DJSG
412
D.J. St. Germain
Massachusetts
$19.6M +$936K +16,118 +5%
SIM
413
Sentry Investment Management
Wisconsin
$19.6M -$4.3K -74 -0%
BMO
414
Beck Mack & Oliver
New York
$19.6M -$148K -2,550 -0.8%
1SAMC
415
12th Street Asset Management Company
Tennessee
$19.5M -$994K -17,115 -5%
BCAM
416
Boston Common Asset Management
Massachusetts
$19.3M +$33.5K +576 +0.2%
AA
417
Ancora Advisors
Ohio
$19.3M +$658K +11,328 +4%
EDRH
418
Edmond de Rothschild Holding
Switzerland
$19.3M +$1.51M +26,029 +9%
VLKIM
419
Van Lanschot Kempen Investment Management
Netherlands
$19.1M -$880K -15,150 -4%
X
420
Xponance
Pennsylvania
$19.1M +$1.81M +31,111 +11%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$18.9M +$6.12M +105,419 +49%
CC
422
Cadinha & Co
Hawaii
$18.9M +$3.54K +61 +0%
SGI
423
Summit Global Investments
Utah
$18.8M -$1.45M -25,025 -7%
O
424
Ossiam
France
$18.8M +$2.67M +45,958 +17%
GHA
425
GW Henssler & Associates
Georgia
$18.6M +$912K +15,692 +5%

VZ Hedge Fund Activity: Q3 2020 in Review

2,627 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2020, worth a combined $163B — up 7.9% from $151B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VZ positions and 82 closed out — a net gain of 32 holders — while 1,226 added to existing stakes and 1,073 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $3.39B. The largest seller was Wellington Management Group, cutting an estimated $1.07B.

  • 2,627 institutional investors held Verizon (VZ) as of Q3 2020, up from 2,621 in Q2 2020.
  • Funds reported $163B of Verizon stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 114 funds opened new Verizon positions in Q3 2020 and 82 closed out, a net change of +32 holders.
  • The largest Verizon buyer in Q3 2020 was Berkshire Hathaway, an estimated $3.39B added.
  • The largest Verizon seller in Q3 2020 was Wellington Management Group, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2020.